How to track vendor interactions
Felix allows you to track main interactions between a vendor and your organisation, such as status changes and sourcing events.
How to view vendor interactions
To view vendor interactions:
- Click the Vendors button in your navigation bar to access the vendor listing
- Locate the vendor whose interactions you wish to view
- Hover over the more icon beside the relevant vendor
- Select View Profile from the drop-down menu
- Click on the Interactions tab
Tip: You can filter the interaction listing by Interaction Type, Start Date and/or End Date. Click on the Show Filters button in the top right to unfurl the filters menu.
Interactions between organisations and vendors fall into one of the following types:
|Status Change||This interaction type records whenever a vendor's status is changed. An initial interaction will be recorded when a vendor is first Invited by your organisation and new interactions will be recorded as they progress through the onboarding application.|
Possible status changes include: Invited, Pending Approval, Approved, Declined or Suspended.
|RFQ||This interaction type records a vendor's response to an RFQ your organisation has issued them.|
When your organisation initially issues a vendor with an RFQ the interaction will be recorded as Open.
If the vendor has opened the RFQ but is yet to provide a quote, the interaction will be recorded as Response Pending.
After the vendor has submitted a quote, the interaction will be recorded as Quoted.
|Engagement||This interaction type records if you have engaged a vendor through Felix.|
The status of the interaction will show as Pending or Sent.
|Message||This interaction type records if you have communicated with this vendor via message.|
Interactions of the message type will show the status as Sent.
Tip: You can learn more about what each vendor status means by reading our guide, Understanding vendor statuses.